Henry Ellenbogen's Durable Capital significantly boosted its investment in Carvana (CVNA), increasing its share count by nearly 575% to a total of 6.72 million shares. The fund's holding is now valued at approximately $442.37 million, making it a more significant part of Durable's portfolio, with its weight increasing from 3.22% to 4.30%.
This transaction was revealed in a quarterly 13F filing on August 14, 2026, which discloses trades made during the second quarter, ending June 30. The move occurred during a period where Carvana reported record Q2 results, with revenue growing 52% year-over-year to $7.38 billion and retail units sold increasing by 38%.